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Tech Titans and Crypto Shifts
This chapter explores the recent fluctuations in the market positions of major tech companies, particularly focusing on NVIDIA and Apple's dominance. It also covers market movers in crypto, AI's role in the space, Musk's influence on meme coins, and updates on Layer 2 networks.
Ryan and David return for another Weekly Rollup, tackling the question everyone’s asking in 2025: is the crypto bull market already over, or do we still have more to go? Fresh FDIC emails prove Choke Point 2.0 was no conspiracy, with yet another key antagonist stepping down. Meanwhile, AI agents dominate headlines and reimagine DeFi UX, and Meta’s abrupt pivot to free speech has everyone buzzing. Finally, the U.S. greenlights a $6.5B Silk Road Bitcoin sale—can Trump step in to save America’s strategic BTC stash? Buckle up; 2025 isn’t slowing down. You ready anon?
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------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/14
------ TIMESTAMPS & RESOURCES
0:00 California Wildfires https://x.com/white_lenka/status/1876973806817775719 https://x.com/babybeginner/status/1876872061265523155/video/1 https://x.com/ashkan/status/1876970164807164042/photo/1https://x.com mamboitaliano__/status/1876923670540501349/video/1 https://x.com/0xngmi/status/1877229902065283198
6:10 MARKETS https://x.com/saylor/status/1876253178100117907
7:13 Meanwhile, US court greenlighted sale of $6.5B of Silk Road Bitcoin https://storage.courtlistener.com/recap/gov.uscourts.cand.368440/gov.uscourts.cand.368440.17 https://decrypt.co/300133/us-court-greenlights-sale-of-6-5b-in-seized-silk-road-bitcoin
10:57 Markets Cont. https://www.tradingview.com/symbols/AMEX-SPY/ https://companiesmarketcap.com/assets-by-market-cap/
15:15 Movers of the Week https://www.bankless.com/read/the-top-ai-agent-tokens-were-watching
18:21 Arbitrum is close to gain another green L2BEAT pie slice https://x.com/sgoldfed/status/1876417832948523464 https://l2beat.com/scaling/projects/arbitrum
21:01 Succinct - zkEVMs on Superchain! First one! https://x.com/pumatheuma/status/1877070524783931515
25:05 Is the bull market over - how long will continue? https://mirror.xyz/kain.eth/Pa7XlhwUD-p https://x.com/cburniske/status/1877043358956134826
35:39 Are AI Agents the Meta for the rest of the bull? https://x.com/MessariCrypto/status/1874160250812825703/photo/1 https://www.cookie.fun/ https://x.com/RaoulGMI/status/1874934417032192325 https://x.com/Dogetoshi/status/1877381299612086691 https://x.com/askthehive_ai/status/1876730899695362452 https://x.com/blocknewsdotcom/status/1875280354640265524
49:05 Operation Choke Point 2.0…another general in the anti-crypto army out https://www.federalreserve.gov/newsevents/pressreleases/files/other20250106a1.pdf https://x.com/SenLummis/status/1876346748744167924 https://x.com/EconWithNick/status/1876272018821439670 https://x.com/DavidSacks/status/1865199683087245405
55:29 Meta is now pro-free speech platform - Political wind change in DC + SV https://x.com/BasedBeffJezos/status/1876602383754789079 https://x.com/lindayaX/status/1876612826456019145 https://x.com/elonmusk/status/1876657662068461657 https://www.bbc.com/news/articles/c8j9e1x9z2xo https://www.tradingview.com/news/cointelegraph:7c0f65f07094b:0-circle-contributes-1m-usdc-to-trump-s-inauguration-committee/
1:00:14 Will Canada get a pro-crypto leader too? https://x.com/WatcherGuru/status/1876299232887607433
1:01:47 Do Kwon arrived to the US and pleaded not guilty https://cointelegraph.com/news/terraform-do-kwon-appears-before-us-judge-pleads-not-guilty
1:04:30 Meme of the Week https://x.com/dolos_diary/status/1877311858492977642
1:06:47 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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